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iShares Russell 2000 Value ETF
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Overview Fund Activity

964 hedge funds and large institutions have $10.2B invested in iShares Russell 2000 Value ETF in 2023 Q4 according to their latest regulatory filings, with 151 funds opening new positions, 295 increasing their positions, 332 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
964
Holders Change
+86
Holders Change %
+9.79%
% of All Funds
14.13%
Holding in Top 10
34
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+30.77%
% of All Funds
0.5%
New
151
Increased
295
Reduced
332
Closed
49
Calls
$90.1M
Puts
$94.2M
Net Calls
-$4.06M
Net Calls Change
+$25.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$899M
2
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
+$214M
3
Goldman Sachs
Goldman Sachs
New York
+$59.1M
4
Bank of America
Bank of America
North Carolina
+$56.4M
5
M&T Bank
M&T Bank
New York
+$42.9M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$60.8M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$39.5M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$34.6M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$26.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$26.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
Sage Capital Management
New Jersey
$676K +$676K +4,350 New
BFC
477
Bedel Financial Consulting
Indiana
$675K +$4.19K +27 +0.6%
TW
478
Transform Wealth
Colorado
$674K +$777 +5 +0.1%
Parallax Volatility Advisers
479
Parallax Volatility Advisers
California
$670K -$5.07M -32,615 -88%
AA
480
Auxano Advisors
Washington
$665K -$9.01K -58 -1%
BJL
481
Brighton Jones LLC
Washington
$661K +$396K +2,551 +150%
AFC
482
AFT Forsyth & Company
Florida
$632K -$7.77K -50 -1%
CAL
483
Capital Analysts LLC
Pennsylvania
$631K +$151K +969 +31%
HWA
484
Heritage Wealth Advisors
Virginia
$631K – – –
WIM
485
Waycross Investment Management
Washington
$630K -$13.4K -86 -2%
CIBC World Market
486
CIBC World Market
Ontario, Canada
$629K -$41.3K -266 -6%
AWA
487
Arkadios Wealth Advisors
Georgia
$629K +$58.4K +376 +10%
MMHP
488
Murphy Middleton Hinkle & Parker
Georgia
$624K +$27.2K +175 +5%
THL
489
Tillman Hartley LLC
Colorado
$622K -$621 -4 -0.1%
PPWP
490
Premier Path Wealth Partners
New Jersey
$620K +$620K +3,991 New
CFG
491
Citizens Financial Group
Rhode Island
$618K +$3.57K +23 +0.6%
ANB
492
Amarillo National Bank
Texas
$611K -$5.75K -37 -0.9%
VIM
493
VELA Investment Management
Ohio
$605K +$605K +3,894 New
MWM
494
Moran Wealth Management
Florida
$603K +$603K +3,882 New
BWM
495
Baystate Wealth Management
Massachusetts
$602K +$3.42K +22 +0.6%
TC
496
TownSquare Capital
Utah
$601K +$208K +1,342 +53%
MFWP
497
Mosaic Family Wealth Partners
Missouri
$598K +$932 +6 +0.2%
NL
498
NDWM LLC
California
$595K +$595K +3,833 New
WA
499
Wealthstream Advisors
New York
$593K +$6.99K +45 +1%
LT
500
Legacy Trust
Michigan
$593K -$150K -964 -20%
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